Strategic Partnerships for Tax & Financial Professionals
Grow Your Advisory Revenue Without Growing Your Workload
Help Clients Save More & Earn More For Your Firm
As a CPA or tax professional serving high-income business owners, your clients rely on your expertise to reduce their tax burden and plan for the future. But many firms overlook powerful tax deductible retirement strategies.
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These advanced retirement strategies offer significant tax deductions—often hundreds of thousands of dollars per year—yet most CPAs don’t offer them due to complexity, compliance risk, or limited bandwidth.
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That’s where Oakwood Summit comes in.
Partner With a Specialized Firm That Does All the Heavy Lifting
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Our firm designs and administers fully compliant, custom retirement strategies for high-income clients. We do all the back-end work. You maintain the client relationship and earn additional revenue in the process.
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This partnership model is designed to let you:
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Deliver more value to clients
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Earn recurring referral revenue
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Stay focused on your core services
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Avoid any additional compliance or admin work
How It Works
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Step 1: Offer Business Retirement Plan Consulting Under Your Brand As A Fractional Service
We operate behind the scenes — you provide a premium, high-impact solution to your clients, without taking on compliance risks or additional workload.
Step 2: Refer High-Income Clients Who Need Tax Planning
You already work with clients who earn $500K+, own profitable businesses, and are frustrated by $100,000+ tax bills. These are perfect candidates for our business retirement solutions.
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Step 3: We Design and Manage the Entire Plan
Our team builds the plan, handles compliance, coordinates with your client, and keeps you informed throughout. You stay in control of your client relationship.
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Step 4: You Earn Advisory Revenue
You receive compensation through a referral agreement or co-branded consulting structure. Your firm adds a new revenue stream—without expanding your workload.
Why CPAs and Tax Advisors Choose Oakwood Summit
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Increase Firm Revenue: Generate additional income from your existing client base with no added service delivery burden.
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Add High-Value Services: Help clients defer $100K–$400K+ per year in taxes while accelerating retirement savings.
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Stay Focused on Core Services: You don’t need to become a pension plan expert. We handle all the technical work behind the scenes.
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Strengthen Client Relationships: Offering a more complete tax strategy positions you as a forward-thinking, proactive advisor.
Why Your Clients Benefit
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Massive tax savings—often six figures annually
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Accelerated retirement planning with high contribution limits
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Full business deductibility of contributions
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Professionally managed and compliant plan design
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Tailored strategies for business owners, professionals, and partnerships
​A True Win-Win Partnership
This isn’t a handoff—it’s a service extension of your business. The client sees you as the provider of this powerful new solution, and we act as your back-office execution team. You get credit, client retention, and recurring income…without adding any extra work to your plate.
Partnership Resources
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Complimentary Business Retirement Plan Assessment for your clients
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Custom branded marketing tools
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Co-branded presentation decks and materials
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White-labeled service delivery (you look like the hero)
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Open new lines of revenue
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Dedicated partner support team
What Sets Oakwood Summit Apart
We specialize exclusively in advanced retirement plan design for high-income business owners. Our only focus is helping your clients reduce taxes and build wealth using proven, IRS-compliant strategies.
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We're not a CPA firm. We don't compete with your services.
We are your plan design partner—so you can expand your value without expanding your staff.
How To Get Started
If you work with high-income business owners and want to offer a premium tax and retirement solution without the burden of building it yourself—let’s talk
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Book a Partnership Call - We'll help you choose the right model based on your business.
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Onboard with Custom Materials - Get scripts, slides, explainer PDFs, and co-branded assets.
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Start Offering or Referring - Introduce clients, integrate our solution, or do both.
Book a call to learn more about becoming a Strategic Partner and growing your business with zero overhead.
